Trust Administrator jobs in Erie, PA

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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TRUST COORDINATOR
  • Northwest Opportunities
  • ERIE, PA FULL_TIME
  • The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties.

    Essential Functions
    • Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative
    • Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system
    • Coordinate documentation and communication with Trust Operations
    • Verify and/or process transactions, as directed
    • Initiate specific transactions , as directed
    • Identify/resolve daily account/administrative issues
    • Assist with special projects, seminars, and special events
    • Ensure total document and data integrity
    • Organize and file correspondence and documentation
    • Manage personal workload/workflow
    • Originate and type correspondence/documentation
    • Answer the telephone
    • Identify and resolve customer/operational issues
    • Assist customers, as needed
    • Partner with Trust personnel and operational staff
    • Generate customer documents and agreements, as directed
    • Input new account system information
    • Monitor overdrafts and excess cash balances in Trust Accounts
    • Monitor the timely processing of transfers when opening/closing accounts
    • Process distributions requests and bill payments for clients, as directed
    • Check previous days operational transactions
    • Monitor receipt of new account assets and money
    • Monitor receipt of closing account assets and money
    • Update current client system information to operations
    • Deposit/post all transactions
    • Provide assistance/training to other personnel
    • Contribute to various committees (as requested)
    • Perform Committee Secretary duties (as assigned)
    • Monitor and reconcile daily balance sheets, including those that come from outside record keepers
    • Coordinate and monitor all incoming rollovers into designated plan
    • Provide administrative support for all Account Managers/Trust Officers
    • Assist with audits and special projects as needed
    • Recommend improvements to procedures
    • Provide appropriate customer service levels
    • Minimizing departmental non-payroll costs
    • Maximize technology tools available
    • Ensure accuracy of financial data
    • Communicate problems or areas requiring attention to manager
    • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
    • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
    • Work as part of a team
    • Work with on-site equipment


    QUALIFICATIONS
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education

    High School Diploma or equivalent preferred

    Work Experience

    3 - 5 years customer service experience preferred


    General Employee Knowledge, Skills, and Abilities

    • Ability to establish effective working relationships among team members and participate in solving problems and making decisions
    • Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
    • Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information 
    • Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information 
    • Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas 

    Additional Knowledge, Skills and Abilities

    -Ability to work with PC's, word processing and spreadsheets 
    -Skill in telephone etiquette 
    -Clerical aptitude

    #LI-JB1

  • 25 Days Ago

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TRUST COORDINATOR
  • Northwest
  • Erie, PA FULL_TIME
  • The Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical...
  • 16 Days Ago

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TRUST COORDINATOR
  • Northwest Bank
  • Erie, PA FULL_TIME
  • DescriptionThe Trust Coordinator is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative a...
  • 1 Month Ago

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ASC Administrator
  • SAFREST Resources, LLC
  • Erie, PA FULL_TIME
  • We are seeking an Administrator for a new Ambulatory Surgical Center in Erie, PA The ASC Administrator would be responsible for directing, coordinating and controlling all aspects of the operating fun...
  • 1 Day Ago

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Office administrator
  • Modis
  • Erie, PA FULL_TIME
  • Akkodis is partnering with a Fortune 500 company in Erie, PA, recruiting organized and goal-oriented Office Administrator / Business Support Specialist candidates to keep our client's operations runni...
  • 3 Days Ago

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Network Administrator
  • Wavepoint Warehousing, Inc.
  • North, PA FULL_TIME
  • DescriptionThe Network Administrator is responsible for the overall uptime of Wavepoint3PL infrastructure, including servers, peripherals, and networking equipment. Performs maintenance, upgrades, and...
  • 15 Days Ago

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0 Trust Administrator jobs found in Erie, PA area

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LPN / LVN - Home Health Clinic - $30+ per hour
  • TRS Healthcare
  • Erie, PA
  • BAYADA Home Health Care is seeking a LPN / LVN Home Health Clinic for a job in Erie, Pennsylvania. Job Description & Req...
  • 3/29/2024 12:00:00 AM

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RN Hospice
  • Heartland Hospice
  • Erie, PA
  • Our Company: Heartland Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home healt...
  • 3/29/2024 12:00:00 AM

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Full Stack Java Developer _ Direct Hire _ Onsite _ Erie, PA
  • Kaeppel Consulting
  • Erie, PA
  • Kaeppel Consulting is actively seeking a "Full Stack Java Developer" for a client in the Insurance industry. This is a D...
  • 3/28/2024 12:00:00 AM

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Senior Lead Guidewire Developer _ Direct Hire _ Onsite _ Erie, PA
  • Kaeppel Consulting
  • Erie, PA
  • Kaeppel Consulting is actively seeking a "Senior Lead GuideWire Developer" for a client in the Insurance industry. This ...
  • 3/28/2024 12:00:00 AM

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Technical Support Specialist
  • Take2 Consulting Llc
  • Erie, PA
  • Are you a recent grad looking for an IT job? This position will give you exposure to supporting a federal client and you...
  • 3/28/2024 12:00:00 AM

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Director of Finance
  • Allegheny College
  • Meadville, PA
  • Allegheny College, a selective national liberal arts college, invites applications for the position of Director of Finan...
  • 3/27/2024 12:00:00 AM

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Trusts and Estates Paralegal
  • Account MacDonald Illig Law Firm
  • Erie, PA
  • Job Description Job Description TRUSTS & ESTATES PARALEGAL MacDonald Illig Law Firm is seeking a full-time Paralegal to ...
  • 3/27/2024 12:00:00 AM

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Electronics Packaging Design Engineer
  • Matlen Silver
  • Erie, PA
  • Job Title: Electronics Packaging Design Engineer Duration: Full-Time/Direct Hire Location: Erie, PA Work Schedule: Hybri...
  • 3/26/2024 12:00:00 AM

Erie (/ˈɪəri/; EER-ee) is a city on the south shore of Lake Erie and the county seat of Erie County, Pennsylvania, United States. Named for the lake and the Native American Erie people who lived in the area until the mid-17th century, Erie is the fourth-largest city in Pennsylvania, as well as the largest city in Northwestern Pennsylvania, with a population of 101,786 at the 2010 census. The estimated population in 2017 had decreased to 97,369. The Erie metropolitan area, equivalent to all of Erie County, consists of 276,207 residents. The Erie-Meadville, PA Combined Statistical Area has a pop...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$57,218 to $73,109
Erie, Pennsylvania area prices
were up 1.5% from a year ago

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We work hard to make the trust administration process easy, quick, and inexpensive.
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Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
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The assets in the trust should pass almost automatically to the designated beneficiaries.
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